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Building 2ABRIDGE PARTNERS, LLC

Map pinMADISON, MS
Phone601-718-0000
NotebookSEC #801-68597
Total AUM
$178.9M
Employees
4
Clients
211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
124 ONE MADISON PLAZA
SUITE 1200
MADISON
MS 39110
United States
Operating Hours
8:00AM-4:30PM
Monday - Friday
Phone
601-718-0000
Other Offices
1

ReceiptFinancials

Total AUM
$178.9M
Accounts
431
Discretionary
$166.8M
Accounts
380
Non-Discretionary
$12.1M
Accounts
51

ContactClients

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Individual Clients
140
AUM
$34.9M
HNW Individual Clients
63
AUM
$94.6M
Pension/Profit Sharing Plan Clients
1
AUM
$1.2M
Charitable Organization Clients
5
AUM
$5.8M
Insurance Company Clients
1
AUM
$39.3M
Corporation or Business Clients
1
AUM
$3.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AKAZCAFLGALAMSMTNYORTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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